Does Double the Donation integrate with Microsoft Dynamics 365?

Does Double the Donation integrate with Microsoft Dynamics 365?

Step-by-Step: Integrate Double the Donation's 360MatchPro into Microsoft Dynamics 365

360MatchPro is the industry-leading matching gifts automation solution for nonprofits and educational institutions to identify more matching gift revenue opportunities and drive more matches to completion. You’ll need a 360MatchPro account to activate the matching gift functionality within this partner platform. Not a 360MatchPro client? Schedule a demo at https://360matchpro.com/demo-request/.
Note: Contact support@doublethedonation.com to request your Microsoft Dynamics 365 360MatchPro import file before beginning this setup.
Click on images to enlarge.

Step #1: Navigate to "Power Automate," then to "My Flows." Select "Import."



Step #2: Select the Microsoft Dynamics 365 360MatchPro import file provided to you by Double the Donation support.




Step #3: Select your environment resource.



Step #4: Select "Import."



Step #5: Navigate to the 360MatchPro flow by navigating to "My Flows" and selecting "360MatchPro Power Automate Flow."



Step #6: Select "Edit."



Step #7: Select the “360MatchPro API Key” step.  Enter your 360MatchPro public key in the "Value" field, press "Save," and then press the back arrow.
Not sure how to find your API keys? Check out this article


Congratulations! Your 360MatchPro flow should be live. To verify that your flow has been turned on, check that the "Turn off" button is be visible (see below).



Microsoft Dynamics 365 - Double the Donation FAQs

Q: I don't have a 360MatchPro account. How do I get one?
A: Visit https://360matchpro.com/demo-request/ to request a demo! Make sure you mention that you use Microsoft Dynamics 365 in your demo request form.

Q: What data is imported into 360MatchPro?
A: The flow pushes data into 360MatchPro when a new Transaction is created.

Q: What contact information is pushed into 360MatchPro?
A: The receipt is associated with an account.  The account has a primary contact.  360MatchPro will use primary contact’s information. The following image provides an example.



Q: Where else can I embed Double the Donation's plugin?
A: We recommend you create a dedicated matching gift page on your website to place matching gift information in the path of every website visitor, not just those already on your donation form. On this page, you can explain what matching gift programs are and provide donors with a chance to look up their employer’s program forms, guidelines, and instructions. Your dedicated matching gift page will become a useful resource to include in emails, newsletters, and direct messages.

To install Double the Donation’s matching gift search tool anywhere on your website, simply copy and paste the same Embed Code that you used before. Take a look at this example:




Q: Where can I learn more about the 360MatchPro and Microsoft Dynamics 365 integration?
A: Navigate to our partner landing page to learn how 360MatchPro and Microsoft Dynamics 365 can increase your matching gift revenue!

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